+1.0%
OXY vs VUG
+85.5%
-84.5%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VUG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.6% | +1.2% |
| 7D | +0.6% | +0.1% | +0.5% | +0.6% |
| 30D | +4.5% | -1.7% | +6.2% | +4.9% |
| 3M | +8.9% | +2.8% | +6.1% | +7.9% |
| 6M | +12.5% | +13.6% | -1.1% | +7.7% |
| YTD | +50.5% | +8.1% | +42.4% | +47.0% |
| 1Y | +38.6% | +13.1% | +25.5% | +32.1% |
| All | +1.0% | +85.5% | -84.5% | -18.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VUG.
Daily Out/Under-Performance
Portfolio return minus VUG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VUG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded VUG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling